Most platforms are inherently limited to traditional equity and ETF strategies. Axxcess combines true alternatives like private equity, private credit, hedge funds and directed real estate alongside traditional internally managed strategies.

The Axxcess Allocator is a proprietary, end-to-end portfolio proposal and allocation tool that allows your advisor to easily create proposals, and digitally implement recommendations.

This revolutionary tool allows clients to compare their current vs proposed portfolio strategies, monitor risk, stress test macro economic or geopolitical impact, and analyze all of your asset classes in one complete portfolio analysis.

More than 400 Asset Management strategies are available on our platform. These direct manager relationships deliver a unique, tax efficient portfolio solution to our clients that eliminate costly layers of fees, and delivers the portfolio strategies of some of the worlds preeminent asset managers.

The Axxcess Platform provides clients with L.P. level reporting including tracking capital calls, estimated K1 delivery dates, MOIC, and IRRs on cash flow which enhances the client experience for HNW clients.

A sleeve is a portion of your main account that is treated as a normal account in our trading system. Creating sleeve accounts is a multi-step process that requires specific scenarios, and impacts several components of the platform.

This process includes taking one account and segmenting it into multiple accounts within our system. Different assets are transferred into each sleeve, but do not have to be assigned to the same management style or strategy. Each sleeve has its own separate account ID within a household, all within the same registration.

A scenario is a representation of a macro-economic or geopolitical event which has the potential to impact investment returns. We can design custom scenarios that reflect individual investor concerns, or apply our broad catalog of risk scenarios to a portfolio to identify risk factors.

Our stress test scenarios can be used with a wide range of asset classes including stocks, bonds, ETFs, mutual funds, closed-end funds, options, separately managed accounts, hedge funds, and non-traded REITs.

Investors demand institutional-quality managers, analytical technology, maximum transparency, independent service providers, and control over their investment decisions. 

Research strategies from our pre-dilligenced, industry leading, investment managers, including alternatives, within the Axxcess Allocator.

Axxcess Wealth Management partners with traditional Custodians like Schwab and Fidelity, but expands resources with unique relationships with Goldman Sachs, UBS, US Bank, and Morgan Stanley.

The Axxcess Platform reduces the number of accounts required to implement an investment strategy. Axxcess’ UMA/UMH technology allows third party managers, advisors self directed models, and alternitrive investments in the same account.

FPMs and IOCs can strengthen governance by providing objective, expert oversight of investment strategies, ensuring that decisions are aligned with long-term objectives and not swayed by short-term market volatility.

With Axxcess’s FPM and IOC handling all or part a firm’s investment management, organizations can focus on their core operations, freeing up resources and reducing the strain on internal teams.

The scale of an FPM or IOC allows for cost savings by streamlining the due dilligence process and offering exclusive access to firm products. Outsourcing investment management also eliminates the need for an inhouse portfolio manager or CIO.

Axxcess FPM and IOC provides a customized, outsourced investment management solution that can address anything from full investment management to a quarterly oversight of your portfolios and investment management practice.